Small business consulting, accounting and tax preparation services.

Lead a high-performing financial operations team, overseeing billing and operational reporting processes for 300+ clients yielding multi-million dollars in revenue. Enhance staff capabilities through robust coaching, mentorship, and leadership. Monitor and assess staff performance while supervising team interactions with various stakeholders to deliver top-notch client partnerships. Areas of Impact- Achieved a 50% boost in departmental performance through strategic alterations to policies, procedures, and systems. - Employed productivity-enhancing measures, such as automated remit tracking dashboards and deduction file processing procedures, to decrease customer aging to under 30 days.

Thrilled to direct and start-up financial operations, including pricing, billing, accounts receivable / payable, payroll, and purchasing. Trained accounting and finance team in closing and reporting processes, improving team performance. Maintained compliance with GAAP standards and coordinated with leadership to evaluate financial position, assist CEO in strategic planning, and support tax compliance with an external firm.Areas of Impact- Achieved a 10% reduction in operating expenses and transformed the month-end closing process to an impressive three days.- Boosted operational efficiency by 50% and gained real-time insight into company financials by implementing and enhancing the Intacct accounting system.

Enhanced finance operations, optimized business decision-making through detailed analysis and ad hoc reporting. Identified risks and opportunities, linked sales and expenditures, and evaluated spending to forecast monthly performance. Collaborated with IT finance team to support annual budgeting, forecasting, and analysis while ensuring optimal fixed assets schedules and software / hardware maintenance.Areas of Impact:- Leveraged financial planning, analysis, and modeling to achieve 10% growth in revenue and manage $20M+ capital expenditures, empowering leadership to make informed decisions.- Produced detailed financial analysis and reports to uncover insights and reduce expenses by 10%, leading to enhanced profitability.

Courses taught - Principles of Accounting I & II- Intermediate Accounting I, II & III- Federal Taxation I- MicroComputer Applications for Accountants- Tutor (all Accounting/Finance majors)